What are the fees in the Waunakee Operations LLC 401(k) plan?

For plan year 2022, Waunakee Operations LLC reported $12,290 in plan administrative expenses, or 1.75% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Waunakee Operations LLC 401(k)?

The average participant account balance was $6,302 for plan year 2022, based on 114 accounts.

Waunakee Operations LLC401(k)

Name: Waunakee Operations LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

WAUNAKEE SUN PRAIRIE 401(K) PLAN · WAUNAKEE, WI · plan year 2022

Reported admin expense ratio · 2022

1.75%

Waunakee Operations LLC reported $12,290 in plan administrative expenses for 2022: 1.75% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,911th of 1,936), and 11,152nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$718,398
Participants with balances114
Active participants165
Employer contributions—
Employee contributions$283,341
Employer contribution per active participant—
Average account balance$6,302
Benefits paid to participants$115,563
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH LLP

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$12,290

Total administrative$12,290

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$12,290 · 1.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823734483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.